Original filing (PDF)20241009121213NAL0010589891001

ROBERT C. GOTTLIEB & ASSOCIATES PLLC

Name: ROBERT C. GOTTLIEB & ASSOCIATES PLLC — ROBERT C. GOTTLIEB & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT C. GOTTLIEB & ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

ROBERT C. GOTTLIEB & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT C. GOTTLIEB & ASSOCIATES PLLC.

Plan sponsor

Name

ROBERT C. GOTTLIEB & ASSOCIATES PLLC

EIN

46-3681617

Address

111 BROADWAY · SUITE 701 · NEW YORK, NY · 10006

Phone

(212) 566-7766

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator